Recent Discussions
XF Dimensions Template - Update properties by scenario type
In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template. Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts. Using the standard metadata builder template, the other properties are getting overridden.
Error launching OS v9 app
I have this error when trying to launch OS v9 app. I have no issue launching another app that's on v7.4. It is not authentication issue, I can access via BUX. The error occur when I try ClickOnce. This has happened before, these tricks worked last few times, but not this time: 1-Clear Cache: Windows + R -> rundll32 dfshim CleanOnlineAppCache 2-Delete folder 2.0 from C:\Users\USERNAME\AppData\Roaming\OneStream\Desktop 3-Uninstall latest Microsoft updates. Anything else I should try? Thank you. Below is more error detail:
Org-by-period
Hi all, Within our application, we have a requirement to be able to do restructurings. This means, on date A, a legal entity is owned by holding A, but on date B, it moves to a different holding company and is then consolidated under that holding company. Has anyone got this working, and if yes, could you share how? What I am running into right now: We can leverage org-by-period settings, but in that case for example opening balances become 0. Plus there is the complexity that you have to set the scenario consolidation view to Periodic, which brings challenges in rolling forward balances where there are no movements. This also means we cannot keep the consolidation setting to standard which means the performance is degrading significantly. So the question is, did anyone get this scenario workign, and can you share how? This would be grately appreciated! With kind regards, Tim Vierhout
Lock Out Sold Entities, Keep Their Impact!
Managing Sold Entities Without Losing Consolidation Results. Hi Community, We’re looking to hear how others handle this in OneStream: When an entity is sold in a specific period (e.g., 2025M5), the requirement is to: ✅ Retain its posted journal values in group consolidation ❌ Prevent any further use of the entity (journals, data loads, forms) The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity. Our workaround: Keep In Use = True for the sold period Use workflow locks and security restrictions to block future changes Only set In Use = False once everything is finalized and locked 💡 Feature Suggestion: It would be incredibly useful to have a system property or override flag that allows us to: Set In Use = False to fully disable the entity in the workflow Still retains its consolidated values during reconsolidation How are you managing this today? Your thoughts! Thanks,BI Viewer / Calculated Fields
Hi all, is there some documentation about BIViever's Calculated Fields ? I cannot find info/examples about: aggr filter joinRule I need to compare values against the value of a specific row, but I'm not able to find a solution. Do someone faced the same challenge ? Do someone have more info about the above mentioned functions ? TIA regards FabioGTracking User Details and Timestamps in OneStream Dashboard Export
Hi , Good Day! I'm currently building a dashboard in OneStream that allows users to select all possible points of intersection for dimensions and their members. Once selected, they can click a button to export the data to a file share using a Data Management export sequence. This part is working well, and the dashboard is complete. Now, I want to enhance it by capturing user details (who entered the data) and the timestamp of when the data was entered for each point of intersection. I'm wondering if there's an existing OneStream Marketplace solution or feature that supports this kind of tracking and logging. Has anyone implemented something similar or come across a solution that could help with this? Thanks in advance!Smarter Data Loading: How OneStream Transformation Rules Automatically Handle New Members
In the world of Enterprise Performance Management (EPM), clean and accurate dimensional mapping is essential for a reliable reporting process. Fortunately, OneStream makes this easier through its robust Transformation Rule framework, which intelligently handles new dimension members automatically. Whether it's a new GL account, cost center, or entity, OneStream’s transformation engine ensures that new data doesn’t derail your process, even before user intervention. 🔍 Key Benefits Dynamic Member Detection When a new source member enters the system—say, a newly created account in the ERP—OneStream flags it immediately as “Not Mapped” in the staging area. This provides the user or administrator with a clear indication that attention is required. Mapping can then be quickly added or adjusted to keep data flowing seamlessly. Centralized and Flexible Maintenance Transformation rules support Wildcard and Dynamic Mapping, making it easy to set default routes for unknown members (e.g., directing all new accounts to a placeholder for Unmapped Accounts). From there, consultants or admins can reassign the correct mappings when ready. This approach provides control without interrupting the load process. Built-In Mapping Validation There’s no need to build dashboards or manual reports to detect mapping issues. OneStream’s Data Source and Transformation Rule editors include built-in validation tools to identify unmapped or incorrectly mapped items before they affect results. This enables early detection, faster resolution, and reduces dependence on visual checks. ✅ Why This Matters By leveraging these out-of-the-box capabilities, organizations save time, reduce risk, and streamline their integration workflows. Consultants can focus on higher-value tasks instead of constantly updating mappings, and end users can trust that data loads will highlight issues automatically, before reporting is impacted. Please keep it simple. Do you agree that OneStream handles what it's built to do?Data Management Export configuration
Hi all, I'm working on a Data Management to "Export Data", launching it from a Dashboard. Everything works fine, since filters (Cube, Entity, Account, Flow, etc) can be parametrized through Parameters. Is there a way to parametrized also the Options such as "Include Zeros", "Include Member Descriptions", etc ? I see that at UI level I can only choose between True and False, but I'd like to manage them from my dashboard. Thanks in Advance FabioG
